Quarter Ending 03/31/2011 Back to the Enlightened American Website
Boone Pickens (BP Capital)
*****  NEW POSITIONS TAKEN
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A ABB LTD 111,600 $24.19 $2,700,000
N/A N/A APACHE CORP 153,600 $130.92 $20,109,000
N/A N/A APPROACH RESOURCES INC 102,300 $33.57 $3,434,000
N/A N/A CANADIAN NAT RES LTD 295,500 $49.43 $14,607,000
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A CONSOL ENERGY INC 85,278 $48.73 $4,156,000
N/A N/A DYNEGY INC DEL 1,395,000 $5.62 $7,840,000
N/A N/A QEP RES INC 475,500 $36.31 $17,265,000
N/A N/A WILLIAMS CLAYTON ENERGY INC 57,701 $83.97 $4,845,000
N/A N/A TRANSATLANTIC PETROLEUM LTD 2,000,000 $3.33 $6,660,000
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
0.00% -33.43% A123 SYS INC 465,300 465,300 $6.35 $9.54 $2,955,000 $4,439,000
0.00% 29.37% CHESAPEAKE ENERGY CORP 883,348 883,348 $33.52 $25.91 $29,610,000 $22,888,000
0.00% 37.56% DAWSON GEOPHYSICAL CO 262,227 262,227 $43.88 $31.90 $11,507,000 $8,365,000
0.00% 16.89% DEVON ENERGY CORP NEW 148,413 148,413 $91.77 $78.51 $13,620,000 $11,652,000
0.00% 22.07% HALLIBURTON CO 269,242 269,242 $49.84 $40.83 $13,419,000 $10,993,000
0.00% 3.33% MCMORAN EXPLORATION CO 1,171,660 1,171,660 $17.71 $17.14 $20,750,000 $20,082,000
0.00% 17.87% NATIONAL OILWELL VARCO INC 168,000 168,000 $79.27 $67.25 $13,317,000 $11,298,000
0.00% 21.48% OCEANEERING INTL INC 151,508 151,508 $89.45 $73.63 $13,552,000 $11,156,000
0.00% 12.72% PLAINS EXPL& PRODTN CO 604,202 604,202 $36.23 $32.14 $21,890,000 $19,419,000
0.00% 74.86% SANDRIDGE ENERGY INC 1,936,151 1,936,151 $12.80 $7.32 $24,783,000 $14,173,000
0.00% 17.11% SUNCOR ENERGY INC NEW 358,119 358,119 $44.84 $38.29 $16,058,000 $13,712,000
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
18.19% -0.07% 93,000 BP PLC 604,373 511,373 $44.14 $44.17 $26,677,000 $22,587,000
10.32% 29.65% 18,600 EOG RES INC 198,900 180,300 $118.51 $91.41 $23,572,000 $16,481,000
5.73% 13.02% 67,200 GASTAR EXPL LTD 1,239,200 1,172,000 $4.86 $4.30 $6,023,000 $5,040,000
283.85% -1.51% 137,839 MURPHY OIL CORP 186,400 48,561 $73.42 $74.55 $13,685,000 $3,620,000
64.72% 6.51% 48,400 OCCIDENTAL PETE CORP DEL 123,183 74,783 $104.49 $98.10 $12,871,000 $7,336,000
11.42% -0.88% 100,000 WEATHERFORD INTERNATIONAL LT 975,340 875,340 $22.60 $22.80 $22,043,000 $19,958,000
106.64% 27.53% 358,300 NOBLE CORPORATION BAAR 694,300 336,000 $45.62 $35.77 $31,674,000 $12,019,000
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
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